Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,695 | $153,769-41.0% | $133,975-32.3% | $273,972-66.9% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 8.66% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,322 | $6,958+19.6% | $6,282+32.5% | $5,287+57.4% |
| Admin fee / account holder | $63 | $11,765-99.5% | $9,324-99.3% | $10,133-99.4% |